James Alpha Family Office Portfolio SPY Holdings History
James Alpha Family Office Portfolio's SPDR S&P 500 ETF Trust Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 517.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $196,650.00. This investment constitutes 4.39% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q2. And since then James Alpha Family Office Portfolio has made 2 purchases of SPY, at an average price of $298.41, for a total of 1,001.00 shares. In addition, there have been 1 sales at an average price of $338.64 for 484.00 shares. Based on historical transaction data and SPY's current price of $620.68, James Alpha Family Office Portfolio's estimated gain on his SPY holdings is $186,083.20, reflecting a 62.30% gain to date.
James Alpha Family Office Portfolio SPY ($620.68) Holding Chart
James Alpha Family Office Portfolio SPY ($620.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
